ConnectWise MCP for AI Agents. Manage IT support ticketing and client records in a single view.
ConnectWise manages your entire IT support workflow through conversational AI. This MCP lets your agent read client data, assign new service tickets, update existing cases, and log billable time—all within a single chat interface. It's designed for MSP teams who need to handle complex helpdesk operations without switching tabs.
Give Claude and any AI agent real-world access
Search for existing support tickets by keywords or retrieve a full list of open cases.
Generate and submit brand-new service tickets in ConnectWise Manage instantly.
Retrieve detailed company information, including contact lists for specific clients.
Log time spent on a case or update the status of an existing ticket in one command.
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What AI agents can do with 9 ConnectWise Tools for Service Ticket Management
These tools let you create, search, retrieve details on, and update records related to client accounts and service incidents within ConnectWise Manage.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using ConnectWise MCPCreate Ticket
Starts a new service ticket directly in ConnectWise Manage.
Get Company
Retrieves detailed information, including contact details and territory status for a...
Get Ticket
Pulls the full summary, priority level, current status, and internal notes of one...
List Sales Activities
Retrieves a comprehensive list of sales and service activities for auditing purposes.
List Companies
Finds all available company identifiers needed when creating new tickets or...
List Contacts
Gets a list of individual external contacts associated with any given company.
List Members
Retrieves the names and details of internal staff members who work at your company.
List Service Tickets
Fetches a paginated list of service tickets, allowing you to check multiple cases at...
Search Tickets By Summary
Quickly finds specific service tickets by searching keywords inside the ticket...
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on each call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with ConnectWise, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
- Connections are secured and governed automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by ConnectWise Manage. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS CLOUD
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on each call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
ConnectWise MCP: Streamlining MSP Service Ticket Management
Right now, managing a single incident is a multi-step nightmare. You jump into the ticketing system to check statuses, then you open a separate client portal just to verify their contract details, and finally, you might have to switch to a time tracking sheet to log your work. This constant context switching slows down every tech.
With this MCP, all of that happens in one conversation. You tell the agent what needs doing—for example, 'Check ticket #14052 status and update the client contact info.' The AI executes the necessary checks and updates without you ever leaving your chat window. It turns hours of clicking into a single prompt.
ConnectWise MCP: Improving IT Client Data Retrieval
Finding basic client data today requires knowing the exact company ID and then manually checking multiple tabs for agreements, contacts, or billing records. This process is slow and prone to human error.
Now, you just ask your agent to pull that information. The MCP runs `get_company` instantly, giving you a structured breakdown of active agreements, key contacts, and status flags—all available in plain text for immediate action.
What ConnectWise MCP for AI Agents MCP does for your AI
Running an IT support business means constantly jumping between different systems: the ticketing platform, the client database, the billing software. Your agent shouldn't have to do that. This MCP connects your AI client directly into ConnectWise Manage, giving it immediate access to all the data and actions you need.
Instead of navigating complex menus, you just talk to your agent. You can ask it to find details about a specific company or pull up every open service ticket for a particular client. Need to start a new incident? Just tell it who needs help and what's wrong. The MCP handles the creation automatically.
It also lets your team log their work, adding time entries and notes directly to tickets as they go.
It’s about keeping the conversation going while getting deep into technical operations. Because Vinkius hosts this MCP in its catalog, you connect once from any compatible client—Claude, Cursor, Windsurf, or VS Code—and get access to everything your helpdesk needs.
019d757a-4486-7128-99b6-617fb6da9b68 How to set up ConnectWise MCP for AI Agents MCP
The bottom line is, you direct your AI agent through conversation instead of clicking through multiple dashboards.
Attach this ConnectWise MCP tool to your preferred AI client interface.
Supply your designated Company ID, Public Key, and Private Key for secure authentication with the system.
Chat naturally with your agent. You instruct it to perform tasks like finding a client's billing history or updating notes on an open ticket.
Who uses ConnectWise MCP for AI Agents MCP
This MCP is built for Managed Service Providers (MSPs) and IT support teams. It's perfect for the Level 1/2 Technician who gets bogged down in menus, or the Service Delivery Manager who needs to audit ticket lifecycles fast.
Triages incoming tickets and updates notes without having to switch out of their chat interface.
Checks Service Level Agreement (SLA) compliance across multiple ticket queues and monitors board status efficiently.
Pulls immediate reports on client accounts or checks the current state of major active incidents from a mobile chat window.
Benefits of connecting ConnectWise MCP for AI Agents MCP
Instantly create new service tickets. Instead of navigating to the ticket creation screen, simply ask your agent to start a request using the create_ticket tool.
Deeply audit client status. You can check billing details and active agreements for any company by running get_company, saving time previously spent cross-referencing spreadsheets.
Track every case change. Use list_service_tickets or search_tickets_by_summary to quickly find all relevant cases across your client base, no matter the status.
Keep accurate records of work done. When a task is complete, use time entry functionality to log billable hours and append internal notes directly to the ticket record.
Identify necessary contacts fast. If you need to talk to someone specific at a client site, running list_contacts provides their details without leaving your workflow.
ConnectWise MCP for AI Agents MCP use cases
Auditing an account for a major client
The manager needs to prepare for an audit. They ask the agent to pull all active agreements and billing history for 'Globex Corporation'. The MCP runs get_company to instantly compile this financial data, ensuring nothing is missed.
Responding to a critical outage ticket
A Level 1 Tech gets an alert about a core switch failure. They ask the agent to find all open tickets for that client and immediately run create_ticket with preliminary details while they investigate.
Logging time after remote support
The technician just finished fixing a VPN issue. Instead of logging into the billing module, they tell the agent to log 1.5 hours against that ticket and close it out using the integrated time tracking.
Investigating a client's history
A Service Manager needs context on an old dispute. They ask the agent to run list_sales_activities for the account, gathering all past service and sales interactions in one view.
ConnectWise MCP for AI Agents MCP tradeoffs
What to watch out for, and the recommended way to handle each one.
Switching between UIs
Opening ConnectWise, going to the Ticket Queue, opening the Client Profile page, then manually copying over details into a separate spreadsheet.
Use your agent to perform all three steps in one go. First, run list_companies to get the ID; next, use that ID with get_company for client details; finally, initiate ticket creation using create_ticket, passing the required data automatically.
Missing context on a case
A tech picks up an old ticket but doesn't know who the main contact is or what agreements are in place for that client.
Before making changes, ask your agent to run get_company and then use list_contacts. This pulls all necessary external details right into your chat history.
Forgetting to log time
The team member completes the fix but forgets or delays updating their hours in the billing system.
As soon as the task is done, tell your agent to enter a time entry. This logs the work and updates the ticket status immediately.
When to use ConnectWise MCP for AI Agents MCP
Use this MCP if you need an AI agent to manage complex IT support workflows using ConnectWise data. You'll use it for triage, case creation, or client auditing. However, don't rely on it if your primary goal is advanced financial reporting (like generating annual statements). For pure finance work, you might need a dedicated accounting tool integration instead of just pulling raw agreements via get_company. If you only need to read ticket history and never act on it, a simple read-only data connector would suffice. But because this MCP lets you run time entries and create tickets, it's built for active operations.
Frequently asked questions about ConnectWise MCP for AI Agents MCP
How does ConnectWise MCP help with daily ticket triage? +
It lets your AI agent look up all necessary client information and current ticket statuses without you ever leaving the chat window. This means faster diagnosis and quicker assignments, saving time spent jumping between different company tools.
Can I use ConnectWise MCP to log my work hours? +
Yes, absolutely. You can tell your agent exactly how many hours you worked on a case (e.g., 'Log 2 hours') and add internal notes directly to the ticket record. It keeps billing records accurate and up-to-date.
Does ConnectWise MCP handle client contact lists? +
Yes, you can ask your agent to retrieve a list of individual contacts for any company. This is much faster than digging through old emails or navigating complex directory trees.
Is ConnectWise MCP useful for MSP owners? What reports can I pull? +
You can use it to audit overall client profitability by pulling comprehensive lists of sales and service activities. You'll get an immediate high-level view without running complex queries.
What if I need to create a brand new ticket? Is ConnectWise MCP good for that? +
Yes, you can instruct your agent to draft and submit a brand new service ticket immediately. You just provide the details—the client name and the problem description—and it handles the creation process.
Does ConnectWise MCP integrate with my existing helpdesk workflow? +
It integrates by letting your AI agent act as an extension of your team. It reads ticket summaries, checks client records, and updates statuses using the data already in ConnectWise Manage.